RS
Ralph K. Sklar
EAGLE STRATEGIES LLC
SAN FRANCISCO, CA 94105
Some features on this profile are disabled
CRD#: 2591191
RS
Professional summary
Ralph Kevin Sklar is a registered financial advisor currently at EAGLE STRATEGIES LLC located in San Francisco, California and NYLIFE SECURITIES LLC located in San Francisco, California.
Ralph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Ralph has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; DBA SILVER TRANSITIONS FINANCIAL & INSURANCE SOLUTIONS; COMMISSIONS] [CHILDREN'S HOSPITAL OAKLAND; VOLUNTEER ADVOCATE; START DATE 05/2007; NON-INVESTMENT RELATED] [RENTAL PROPERTY; REAL ESTATE OWNER; 2400 BEUVENVE STREET, BERKELEY CA; INVETMENT RELATED; START DATE 08/2008] [CPIG16 TAHOE LLC; RENTAL PROPERTY; CONDOMINIUM; RENTAL INCOME; 100 PARK STREET, SOUTH LAKE TAHOE; MANAGER/SOLE OWNER; INVESTMENT RELATED; START DATE 08/2008] [THORNER VENTURES; PARTNER; PASSIVE INCOME; 15 YEARS - REAL ESTATE LANDLORD; INVESTMENT RELATED; START DATE 04/2001] [CREATIVE PROPERTY TELEGRAPH, LLC; 2426 TELEGRAPH AVE., BERKELEY, CA; RENTAL REAL ESTATE; MANAGER/MEMBER; START DATE 02/2011; 1 HR PER MONTH; MAINTENANCE OF PREMISES] [CPIG UPTOWN, LLC; INVESTMENT REAL ESTATE; PASSIVE INVESTOR; NON-MANAGING MEMBER; START DATE 11/2011; 0 HRS ON THIS ACTIVITY] [CPIG BENEVUE, LLC; INVESTMENT RELATED; 2400 BENEVUE STREET, BERKELEY, CA; REAL ESTATE; OWNER; START DATE: 6/2012; 0 HOURS SPENT ON THIS ACTIVITY PER MONTH; NO RESPONSIBILITIES] [BUSINESS FACILITIES GROUP INC; NOT INVESTMENT RELATED; 1000 MARINA VILLAGE PARKWAY #120, ALAMEDA, CA 94501; LEASE OFFICE SPACE & EQUIP TO AGENTS; OWNER; START DATE: 6/2003; 5 HOURS PER WEEK] [The Telegraph Area Business Improvement District; Board Member; start date 01/2013; non- investment related] [NYLARC Holding Company; Reinsuring NYL insurance; 51 Madison Avenue, New York, NY 10010; Start Date 06/2002; Role/Title: Investor; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Rotary International; Fundraising Committee; 1736 Franklin St. Oakland CA 94610; Start Date 11/2020; Role/Title: Volunteer; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [Resolute Fund IV; Purchase and development of Real Estate; 7250 Redwood Blvd., Suite 360 Novato CA 94945; Start Date 08/2022; Role/Title: Passive Investor; Not Investment Related; no time on activity] [Davis Real Estate Fund V; Real estate development in Biotech, Warehouse, and Residential; Davis Investment Ventures 25 HIGH STREET, 21ST FLOOR BOSTON, MA 02110; Start Date 08/2022; Role/Title: Passive Investor; Not Investment Related; no time on activity] [Reliant CAP X, LLC; real estate investment fund; 601 California St. Suite 1150 San Francisco, CA 94108; Start Date 10/2022; Role/Title: Passive Investor; Not Investment Related; no time on activity] [Affinity Group Leader Provisors; networking group; facilitate meetings of professionals; 425 Market Street San Francisco CA 94105; Start Date 11/2022; Role/Title: Member; Investment Related; 3 hours per month and during securities trading hours] [Belveron Flagship Fund VII Investor, L.P.; low income residential housing; 268 Bush St., Suite 3534 San Francisco, CA 94104; Start Date 02/2023; Role/Title: Investor; Investment Related; NO TIME ON ACTIVITY; passive investor] [Seyon Industrial Fund; real estate development - warehousing; 205 Newbury Street, 4th Floor Boston, MA 02116; Start Date 05/2024; Role/Title: Investor; Not Investment Related; no time on activity] [OAKLAND ROTARY CLUB; BOARD MEMBER; 1736 Franklin St. Oakland CA 94706; Start Date 07/2025; Role/Title: Board Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours] [Oakland Rotary Endowment; board member. Oakland grant making arm of the Oakland Rotary Club; 17360Franklin St. Oakland CA 94706; Start Date 07/2025; Role/Title: Board Member; Not Investment Related; 3 hours per month] [[Estate and Business Succession Affinity Group; Group Leader. Business Networking Group; 15260 Ventura Blvd Suite #1700 Sherman Oaks CA 94103; Start Date 07/2025; Role/Title: Volunteer; Investment Related; 4 hours per month; 4 hours per month during securities trading hours]
CRS (Client Relationship Summary) - RIA
Click below to view Ralph Kevin Sklar's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 12, 2000 - Present
EAGLE STRATEGIES LLC
Office #1: 425 Market Street, Suite 1600 Suite 1600, San Francisco, CA 94105RIA
CRD#: 110826
SAN FRANCISCO, CA
Current
April 24, 1995 - Present
NYLIFE SECURITIES LLC
Office #1: 425 Market Street Suite 1600 1605, 1610, San Francisco, CA, 94105BD
CRD#: 5167
San Francisco, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(4/24/1995)
IAR
California(1/12/2000)
RR
Colorado(11/5/2018)
RR
Massachusetts(2/21/2017)
RR
New York(9/7/1995)
RR
Oregon(3/5/2018)
RR
Vermont(10/27/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
51 Madison Avenue 12th Floor, New York, NY 10010
Mailing Address
51 Madison Avenue Floor 3b, Room 0304, New York, NY 10010
Phone number
(888) 695-3245
Established
Firm type
Fiscal year end
# of Employees
2,804
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,361 |
| AUM (Assets Under Management) | $ 25,395,380,570 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 04/25/2024 | ||
| 12/20/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
